LNWWM

Laird Norton Wetherby Wealth Management Portfolio holdings

AUM $2.45B
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.19B
AUM Growth
+$70.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
950
New
Increased
Reduced
Closed

Top Buys

1
+$963K
2
+$845K
3
+$826K
4
NVDA icon
NVIDIA
NVDA
+$667K
5
AON icon
Aon
AON
+$663K

Top Sells

1
+$3.84M
2
+$3.25M
3
+$2.7M
4
AAPL icon
Apple
AAPL
+$2.16M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.32M

Sector Composition

1 Technology 28.78%
2 Financials 10.09%
3 Healthcare 9.36%
4 Consumer Discretionary 8.27%
5 Communication Services 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.68M 0.08%
18,608
-409
252
$1.67M 0.08%
6,327
253
$1.66M 0.08%
18,456
-840
254
$1.66M 0.08%
12,327
-548
255
$1.66M 0.08%
9,396
-95
256
$1.65M 0.08%
12,584
-326
257
$1.65M 0.08%
25,311
-1,540
258
$1.64M 0.08%
12,217
-258
259
$1.62M 0.07%
23,160
-883
260
$1.61M 0.07%
31,584
-530
261
$1.59M 0.07%
95,046
-4,195
262
$1.58M 0.07%
5,741
-128
263
$1.57M 0.07%
38,439
-9,372
264
$1.57M 0.07%
27,204
-596
265
$1.57M 0.07%
37,346
-4,477
266
$1.56M 0.07%
29,277
+763
267
$1.55M 0.07%
39,745
-1,612
268
$1.55M 0.07%
49,423
+622
269
$1.54M 0.07%
14,634
-4
270
$1.53M 0.07%
10,036
-67
271
$1.51M 0.07%
12,508
+51
272
$1.51M 0.07%
11,056
-1,197
273
$1.5M 0.07%
9,263
-19
274
$1.49M 0.07%
29,910
+434
275
$1.49M 0.07%
12,488
9 10
11
12 13